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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Dakota | Grand Forks | ND | 08/2011 | 05/2017 |
| Thrivent Financial | Roseville | MN | 05/2017 | 02/2019 |
| Raymond James Financial Services, Inc | Minnetonka | MN | 02/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Minnetonka | MN | 06/2025 | Present |
Name of Business : Prosperwell Financial Address: Minnetonka, MN Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related: No Start Date: 02/07/2019 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 140 Description of duties: Client Services Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-24 |
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